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Tag: #data-center-capex1 results
SemiAnalysis forecasts memory comprising 30% of hyperscale data center capex in 2026, up from 8%. DRAM prices to double by 2026 with HBM shortages persisting to 2027. This surges AI server prices, like NVIDIA B200 up 20%, due to supply constraints.
OpenAI and Meta are seeking help to address growing public opposition to their AI data center plans. The effort highlights the increasing public-relations challenges surrounding large-scale AI infrastructure expansion.
VB Pulse data shows enterprises are adopting multiple AI orchestration platforms instead of relying on a single vendor. The survey also highlights persistent concerns about security, permissions, token usage, cost visibility, and the ability to stop runaway agent spending in real time.
US senators are pressing TikTok for answers about an experiment that reportedly withheld an algorithm safety feature. A teenager who later died by suicide was reportedly included in the test.
At 23, Sean Grindal is building around the belief that AI tools increasingly fail because they are difficult to use, not because they lack capabilities. His approach focuses on making AI video creation more accessible as competitors continue adding features.
A new Pew Research Center study finds signs of AI authorship across roughly one-third of web pages published since ChatGPT launched in late 2022. The finding highlights the rapid spread of AI-assisted content creation across the open web.
Google is introducing a button that lets readers mark publishers as preferred sources across Search, Discover, and Google News. The feature could help publishers recover traffic as AI-powered search generates fewer direct clicks to websites.
Runlayer and Rippling have dropped their lawsuits, with no money changing hands. Rippling marked the resolution by releasing a competing product, leaving the dispute as a cautionary example for founders.
KCD Hangzhou has opened its call for papers, inviting the community to discuss cloud native technologies, observability, and large-model inference in the Agent era. The announcement targets practitioners interested in sharing or learning about the infrastructure behind AI agents.
Meta has made Pocket, its generative AI minigame creation app, available in the US. The company describes it as a platform for making and sharing “gizmos.”